Service Advisors & Writers
←BackAfter Hours / Night Drop / Early bird – ProcedureMay 4, 2015Air Conditioning Service: Three Levels – MenuMay 13, 2015Appointment Preparation ChecklistAugust 13, 2015Appointment Request (Except Advisors) – FormMay 16, 2015Appointment Request (Mitchell / ShopKey) – Form 2May 16, 2015Appointment Request (Service Advisor) – Form 3May 16, 2015Brake Service Three Levels – MenuMay 16, 2015Canned Job Kit Creation Instructions – Vehicle SpecificJuly 5, 2018Coolant Service: Three Levels – MenuMay 13, 2015Customer Check Out – ProcedureMay 6, 2015Customer Greeting and Interaction: All Employees – ProcedureMay 16, 2015Customer Greeting and Interaction: Service Advisor – ProcedureMay 16, 2015Customer Greeting and Interaction: Service Advisor – Procedure 2May 16, 2015Customer Interaction Topics – ListMay 16, 2015Determining the Priority of Vehicles to be servicedAugust 22, 2017Engine / Transmission Estimating – FormMay 13, 2015Estimate Preparation – ProcedureMay 16, 2015Estimate Presentation – WorksheetMay 13, 2015Estimates / Quotes by Email DisclaimerNovember 27, 2018Estimating Details – FormMay 13, 2015Fluid Leak Dye Testing Checklists – MenuMay 13, 2015Fuel (Contaminated) Handling and Disposal – Billing ProcedureDecember 26, 2018Fuel Injection Maintenance: Three Levels – MenuMay 13, 2015Great Service Advisor – DescriptionMay 13, 2015How to Create an Inspection Results Video for Customers and MarketingOctober 30, 2017Incentive System for Service Advisors for Getting AppointmentsNovember 9, 2015Inspect at No Charge Items – ListMay 13, 2015Job Kits / Canned Jobs Titles – ProcedureMay 16, 2015Labor Rates: Different Categories of Repair – GuideMay 13, 2015Maintenance History Check and Estimating – FormMay 16, 2015Maintenance Intervals for Vehicles above 120,000 Miles – ChartMay 16, 2015Marketing Ideas for Slow Days – ListMay 16, 2015New customer interview questionsJune 11, 2015Noise Diagnosis – Riding with Customers to Observe – ProcedureOctober 26, 2018Notes on R.O. / Invoice – GuideMay 16, 2015Oil Change Service – ProceduresMay 16, 2015Oil Change Three Levels – Checklists for TechsMay 16, 2015Oil Change Three Levels – Checklists for Techs 2May 16, 2015Oil Change Three Levels – MenuMay 16, 2015Parts Pricing – GuideMay 16, 2015Phone Estimate Request Procedure – FormMay 16, 2015Preventive Maintenance Scorecard – HandoutMay 16, 2015R.O. / Invoice Completion – ChecklistMay 16, 2015Recommendations To Do List – Form / HandoutMay 16, 2015Repair Difficulty Levels for Tech Assignments – GuideMay 16, 2015Scheduling the Next Appointment – ProcedureMay 16, 2015Scheduling: Estimated Hours to Reserve – GuideMay 16, 2015Selling Estimated Services – GuideMay 16, 2015Service Advisor Job – GuidelinesMay 16, 2015Service Advisor Priorities – GuidelinesMay 16, 2015Service Advisor Tasks (Daily) – ChecklistMay 16, 2015Service Advisor Tasks (Daily) – Checklist 2May 16, 2015Transmission Maintenance Three levels – MenuMay 16, 2015Tune-up Maintenance Three levels – MenuMay 16, 2015Walk Around Write-up on Vehicle Arrival – FormMay 16, 2015Warranties – SamplesMay 16, 2015Warranty Billing – ProcedureMay 16, 2015Websites and Software Programs for Service Advisors – FormMay 16, 2015Wheel alignment Three levels – MenuMay 16, 2015WIP / Work in Progress Screen – SystemMay 13, 2015
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